Resources for your Clients

Jennifer Haggerty, senior vice president for wealth management, and Michael Duckworth, managing director of wealth management, at The Duckworth Group of Merrill Lynch assist clients as they navigate growing wealth and a desire to give back to the community.

Tools to help you talk to clients about charitable giving.

There are many ways for you and your clients to actualize their philanthropic intent. To assist you in walking your clients through the process, The Pittsburgh Foundation has created a number of resources for your clients, including downloadable brochures and fact sheets. These documents provide an overview of the types of funds, ways to give, planned giving options and the advantages your clients will enjoy by giving to and through The Pittsburgh Foundation.